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Hotter Inflation and AI Weakness End the S&P 500’s Run Without a 1% Drop

Avatar photo NeilSethi on October 14, 2026

NYSE trader

A hotter-than-expected September CPI report and a deepening selloff in AI names sent the S&P 500 down more than 1% for the first time in 54 sessions, with the Nasdaq and small caps falling nearly 2%.

Big Netflix Cut Reaffirms Our Growing Concerns

Avatar photo Chris Versace on October 14, 2026

Netflix sign

Layoff news is overshadowing more worrisome churn data from Apptopia.

Stocks Slip From Records But Pare Losses After Strong 10-Year Auction

Avatar photo NeilSethi on October 7, 2026

Stock Charts

Long-end yields again hit multi-decade highs before a historically strong 10-year auction pulled them back, letting large-caps pare losses.

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